Taxation and Personal Financial Planning (PFP)

On-Site Course Listing

Reviewing S Corporation Tax Returns: What Are You Missing?


The complexity of S corporation tax law creates a formidable challenge to the tax practitioner for accurate compliance and reporting of their client's S corporation activities.

Join us as we discuss the common errors practitioners make on S corporation tax returns that are often...

Risk Management and Insurance Planning Certificate Program


The Risk Management and Insurance Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in risk management and insurance planning. This program includes eight dynamic courses covering critical steps in the risk management and...

S Corporations: Key Issues, Compliance, and Tax Strategies


New or existing clients and business need assistance with the most misunderstood areas of S Corporations taxation and how they can use them to their advantage. Be prepared to explain the benefits and drawbacks of electing S Corporation status and why more business taxpayers favor the pass-...

Social Security and Medicare: Maximizing Retirement Benefits


Our Social Security system provides retirement, disability, and survivor benefits to millions of Americans. The long-term future of Social Security and Medicare is uncertain, triggering concerns for many workers who are now paying into the system. Attend this course to learn about FICA,...

Tax Accounting for Inventories


There are multiple ways to derive an inventory valuation, but which method will affect the amount of taxable income recognized?

This self-study course details the methods of valuing inventory, including special rules for dealing with FIFO and LIFO. Effect of shrinkage and market...